Appleseed

Appleseed Parent Rating

Average

Appleseed's track record as a steward is mixed, leading to an Average Parent Pillar rating.

A sign of strength at Appleseed is its longest-tenured management, which boasts 18 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. The Appleseed roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 2.0 stars.

Appleseed Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

63.70 Mil

Investment Flows (TTM)

−20.05 Mil

Asset Growth Rate (TTM)

−27.12%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
2
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Appleseed Institutional40
Appleseed Investor43

Quick Definitions: Key Morningstar Terms

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